PWS
Precision Wealth Strategies’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,914
| Closed | -$2.46M | – | 113 |
|
|
2023
Q4 | $2.46M | Sell |
25,914
-9,948
| -28% | -$943K | 2.39% | 7 |
|
|
2023
Q3 | $3.36M | Buy |
35,862
+10,111
| +39% | +$948K | 3.65% | 7 |
|
|
2023
Q2 | $2.41M | Buy |
25,751
+7,315
| +40% | +$686K | 3.95% | 5 |
|
|
2023
Q1 | $1.75M | Buy |
+18,436
| New | +$1.75M | 2.74% | 6 |
|